Saint Ursula Academy Of Cincinnati, Inc. 403(b) Retirement Plan
Sponsored by Saint Ursula Academy Of Cincinnati, Inc. · EIN 311414367 · Plan #002
- Total assets
- $16.7M
- Net assets
- $16.7M
- Active participants
- 91
- With balances
- 141
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Insurance services | $20,000 |
| Tiaa Teachers Ins. & Annuity Assoc. | Insurance services | $18,816 |
| Clark, Schaefer, Hackett & Co. | Accounting | $14,500 |